Capital Advisors Ltd’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Buy |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $55K | Sell |
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|
2022
Q4 | $75K | Buy |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $13K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6K | Buy |
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